SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $847,436 | -17.7% | 17,677 | -15.4% | 0.16% | -24.7% |
| Q2 2023 | $1,029,815 | -46.7% | 20,897 | -45.4% | 0.22% | -52.3% |
| Q1 2023 | $1,930,892 | -13.8% | 38,288 | -15.9% | 0.46% | -24.3% |
| Q4 2022 | $2,240,446 | -21.5% | 45,510 | -21.4% | 0.61% | -41.5% |
| Q3 2022 | $2,853,000 | -16.3% | 57,932 | -12.2% | 1.04% | -10.4% |
| Q2 2022 | $3,410,000 | -7.5% | 65,945 | -4.8% | 1.16% | +1.6% |
| Q1 2022 | $3,686,000 | -7.6% | 69,281 | -2.9% | 1.14% | -4.1% |
| Q4 2021 | $3,990,000 | -10.0% | 71,386 | -8.7% | 1.19% | -22.5% |
| Q3 2021 | $4,432,000 | -5.1% | 78,186 | -5.0% | 1.53% | -8.5% |
| Q2 2021 | $4,672,000 | -50.4% | 82,328 | -50.7% | 1.67% | -55.5% |
| Q1 2021 | $9,423,000 | -64.0% | 167,158 | -62.8% | 3.76% | -71.5% |
| Q4 2020 | $26,151,000 | – | 449,186 | – | 13.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 817,695 | $43,542,000 | 24.71% |
| Verdad Advisers, LP | 550,000 | $29,288,000 | 23.99% |
| Morningstar Investment Management LLC | 1,240,757 | $66,070,000 | 12.19% |
| WestHill Financial Advisors, Inc. | 426,226 | $22,697,000 | 6.55% |
| Beacon Wealthcare LLC | 248,324 | $13,223,000 | 6.52% |
| BerganKDV Wealth Management, LLC | 1,110,934 | $59,157,000 | 6.33% |
| HC Advisors, LLC | 179,430 | $9,555,000 | 6.06% |
| Morton Brown Family Wealth, LLC | 145,867 | $7,767,000 | 5.87% |
| Seascape Capital Management | 154,819 | $8,244,000 | 4.28% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 133,556 | $7,112,000 | 4.04% |